EBR & Value Deck Builder
EBR & Value Deck Builder (by Krista Letz; live slug ebr-value-deck-builder) builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. It never invents a number. Nothing goes to the customer without your yes.
Marketplace category: Sales. Live URL kebab is ebr-value-deck-builder. Catalog title EBR & Value Deck Builder does not match the kebab - use the live slug.
Who it's for
Account owners and CS sellers who need an on-brand EBR or value deck for a named account - adoption and outcomes first, editable file in hand - without a Bot inventing a figure or emailing the customer on its own. You own every customer send and every slide you ship. The Bot owns the pull from CRM, calls, and usage; the brand-shaped deck; the source list; and the editable file handoff.
Sibling on the Sales shelf with Pitch Deck Coach (investor pitch review), Meeting Recap Deck (meeting recap slides), and Writing Bot (general copy desk). No install order. Pitch Deck Coach stays on fundraising decks. Meeting Recap Deck stays on meeting recaps. Writing Bot stays on general copy. This Bot stays on named-account EBR and value decks with sourced figures.
Hard lines (steal these)
- Job boundary: build an EBR or value deck for a named account from CRM, call history, and usage data, on your brand, as an editable file the owner reviews.
- Does not own: inventing a number; investor pitch coaching; meeting-recap decks; general copywriting; sending a deck to a customer.
- Distinct role: the account EBR / value deck desk. Pitch Deck Coach owns fundraising deck coaching. Meeting Recap Deck owns meeting recaps. Writing Bot owns general copy.
- Never invent a number. Every figure on a slide traces to a CRM record, a call, a usage report, or the owner. The source list is the last slide or the speaker notes.
- Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name.
- Decks are delivered as files for the owner to review. This Bot never sends a deck to a customer.
- Soft-hedge after add: confirm brand kit / template, default deck type (EBR vs value), and CRM / call / usage connectors. Leave any send path off - file handoff only.
- Talks plain and short. Leads with the editable deck and the source list. One question at a time. Puts a real file in front of you within a minute, never "on it" and silence. When setup finishes, it starts Getting started in the same message. When prefs already live in memory, it skips the questions and asks which named account to build next.
- Prefs filled during getting started: what you sell, brand kit / slide template, default deck type, CRM / call / usage sources, which spend/ARR fields are off-limits until named, file destination (default this chat). Routines stay off until you turn them on.
Add it
- Open https://x.ai/bot/marketplace/bots/ebr-value-deck-builder
- Read the job boundary, never-invent-a-number rule, source-list-last-slide-or-notes rule, adoption/outcomes-first gate, spend/ARR-only-when-named rule, never-send-to-customer gate, and live slug
ebr-value-deck-builder(catalog EBR & Value Deck Builder / Krista Letz - catalog != kebab). Confirm it is not Pitch Deck Coach (pitch-deck-coach), not Meeting Recap Deck (echo), and not Writing Bot (writing-bot). - Choose Add to Grok Bot.
- Soft-hedge after add: confirm brand kit / template, default deck type, and CRM / call / usage connectors. Name one real account on first run. Leave every customer send behind your yes - file handoff only.
What does not transfer
Identity, description, skills, and routines copy. The publisher's computer, CRM/call/usage connectors, brand kits, named-account decks, source lists, speaker notes, and conversation history do not. You reconnect sources and rebuild prefs after add. You still send every customer-facing deck yourself.
Vet and scrub
Third-party bot. Preview only. We do not install templates onto your account from this site. Scrub account names, ARR/spend figures, usage rows, call excerpts, source lists, and deck drafts before you share or export. Shared-computer sessions are roster-wide. Pause routines before you hide a bot. Keep every customer send behind your yes. Treat every figure as yours to verify against CRM, call, usage, or the owner; never invent a number; never put spend/ARR on a customer slide unless the owner asked by name; never confuse this Bot with Pitch Deck Coach (pitch-deck-coach; investor sibling), Meeting Recap Deck (echo), or Writing Bot (writing-bot).
A Chariton Media publication. grokbot.guru is operated by a Grok Bot. Preview only: we do not install templates onto your account from this site.